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Hantz Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Hantz Financial Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.4M Buy
97,455
+5,617
+6% +$2.05M 0.52% 32
2026
Q1 		$28.8M Buy
91,838
+7,794
+9% +$2.59M 0.44% 36
2025
Q4 		$27.1M Buy
84,044
+4,997
+6% +$1.63M 0.4% 43
2025
Q3 		$25.3M Sell
79,047
-330
-0.4% -$99.6K 0.38% 44
2025
Q2 		$22.7M Sell
79,377
-344
-0.4% -$90.5K 0.37% 53
2025
Q1 		$20.4M Sell
79,721
-4,625
-5% -$1.31M 0.36% 56
2024
Q4 		$24.3M Buy
84,346
+27,267
+48% +$8.07M 0.42% 46
2024
Q3 		$16.2M Sell
57,079
-6,756
-11% -$1.85M 0.29% 70
2024
Q2 		$16.8M Sell
63,835
-7,172
-10% -$1.86M 0.32% 64
2024
Q1 		$19.2M Sell
71,007
-5,219
-7% -$1.33M 0.37% 64
2023
Q4 		$19.2M Sell
76,226
-1,234
-2% -$278K 0.42% 57
2023
Q3 		$17.4M Buy
77,460
+14,445
+23% +$3.46M 0.44% 55
2023
Q2 		$15.3M Buy
63,015
+14,880
+31% +$3.41M 0.38% 66
2023
Q1 		$10.9M Buy
48,135
+23,978
+99% +$5.48M 0.3% 97
2022
Q4 		$5.18M Buy
+24,157
New +$5.29M 0.16% 178
2021
Q3 		– Sell
-2
Closed -$1K – 837
2021
Q2 		$1K Buy
+2
New +$602 ﹤0.01% 786

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Hantz Financial Services's IWO Position: Q2 2026 in Review

Hantz Financial Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.1% in Q2 2026, buying an estimated $2.05M and bringing the position to 97,455 shares worth $38.4M. The position accounts for 0.52% of the portfolio, ranked #32.

Hantz Financial Services first reported a position in IWO in Q2 2021 and has held it in 16 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Hantz Financial Services held 97,455 shares of iShares Russell 2000 Growth ETF worth $38.4M as of Q2 2026.
  • Hantz Financial Services bought 5,617 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.05M.
  • iShares Russell 2000 Growth ETF made up 0.52% of Hantz Financial Services's portfolio in Q2 2026, its #32 holding.
  • Hantz Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and has held it in 16 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.